Data modeling

As the Department of Labor’s fiduciary rule takes effect, some planners express fear that fees may drop and compliance costs may rise.

Advisers see better business conditions, even though fees are an area of concern for some.

Investors pulled back in March amid political uncertainty and seasonal growth in retirement products, advisers said.

Questions about the fiduciary rule and concerns about the longevity of the 'Trump rally' left advisers feeling slightly less confident than clients.

The political climate around the new president and the fiduciary rule have prompted greater caution, advisers say.

Risk appetites have risen, but some worries are coming to the forefront, particularly around rising interest rates and health care costs, advisers say.

As the political landscape shifts, planners report a significant boost in clients’ risk tolerance and contributions to retirement plans.

Advisers reported a significant drop in perceived client risk tolerance in this month's Retirement Adviser Confidence Index.

Advisers grappled with clients' political concerns, as well as their own jitters about the fiduciary rule.

Regulatory changes have advisers worried, just as client risk tolerance begins to rise again.

Advisers say they're looking for better buying opportunities.

Low rates, political turmoil causing risk tolerance to plummet.

The end of tax season bolstered client contributions to retirement programs and boosted advisers’ fee business.

Risk-tolerance levels have moved into positive territory for the first time in four months.

When equity markets saw an uptick after a dismal start to the year, clients began contributing to tax-deferred accounts again.

Advisors say clients are overly skittish in reacting to investment market volatility.

Advisors are noticing a significant dip in client’s appetite for risk.

Clients' risk appetite soared to a six-month high in November, even as they slightly lightened their equity loads.

Advisors report that clients, soothed by the October rebound in stocks, are shifting more into equities and away from cash.

After dropping to record depths in August, client confidence rose. Retirement plan contributions also jumped.